See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,903 | $52,681+55.5% | $75,781+8.1% | $59,632+37.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 1.08% | 2.95%-1.9pp | 9.68%-8.6pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $559 | $2,193-74.5% | $3,323-83.2% | $2,203-74.6% |
| Participant deferral / active EE | $3,142 | $2,591+21.3% | $3,651-13.9% | $3,192-1.5% |
| Admin fee / account holder | $2,765 | $3,610-23.4% | $5,299-47.8% | $4,297-35.6% |